Guggenheim Capital’s Jackson Financial JXN Stock Holding History

Guggenheim Capital’s Portfolio JXN Stock Details JXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Sell	5,046 -1,784	-26%	-$200K	﹤0.01%	1188
2025 Q4	$728K	Buy	6,830 +4,299	+170%	+$428K	0.01%	1093
2025 Q3	$256K	Buy	+2,531	New	+$236K	﹤0.01%	1441
2024 Q4	–	Sell	-3,523	Closed	-$321K	–	1808
2024 Q3	$321K	Sell	3,523 -8,201	-70%	-$684K	﹤0.01%	1584
2024 Q2	$871K	Buy	11,724 +8,580	+273%	+$613K	0.01%	1189
2024 Q1	$208K	Sell	3,144 -14,084	-82%	-$765K	﹤0.01%	1782
2023 Q4	$882K	Buy	+17,228	New	+$758K	0.01%	1216
2022 Q1	–	Sell	-136,770	Closed	-$5.72M	–	2156
2021 Q4	$5.72M	Buy	+136,770	New	+$4.48M	0.03%	636

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return